Getting Started with WellNotes: Setup Guide for Therapists
Set up your WellNotes account and write your first clinical note in under 2 minutes. Starting at $27/month. Secure documentation for therapists.
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WellNotes is a clinical documentation tool that helps therapists, BCBAs, social workers, and counselors write structured therapy notes in seconds. You type or dictate brief session observations, choose a note format (SOAP, DAP, BIRP, and more), and WellNotes produces a complete, structured clinical note ready to review. You can generate your first note right after signing up.
How do you get started with WellNotes?
- 1
Create your account
Go to wellnotesai.com and click "Get Started". Enter your email and choose a password. Next, pick a plan and add a card to start your 3-day free trial. You won't be charged until the trial ends.
- 2
Explore your notes dashboard
After logging in, you'll land on the Notes dashboard. This is where all your saved clinical notes live. On your first visit you'll see a welcome walkthrough explaining how WellNotes works.
- 3
Write your first clinical note
Click the "New Note" button (+ icon) in the top-right corner to open the Note Editor. Type a brief description of your therapy session (even bullet points work), choose a template like SOAP or DAP, and click "Generate Note".
- 4
Review and edit
WellNotes generates a structured clinical note in seconds. The note is saved when it is generated and opens for review. Make any edits directly in the text, then click "Save Without AI" to keep them, or "Regenerate with AI" to generate it again. Your note is saved in this browser on your device, not on our servers. Logging out (or being signed out after 15 minutes of inactivity) clears saved notes from the browser, so copy or export any note you want to keep before you log out.
What tips save time?
- You don't need to write perfect prose: brief bullet points or fragmented observations work well as input.
- WellNotes never stores your raw session observations on its servers. Only the final formatted note is saved, in your browser.
- Your first WellNotes subscription starts with a 3-day free trial. Cancel anytime.
- Mention specific interventions by name (e.g., "CBT thought challenging") for more clinically precise output.
Frequently asked questions
Do I need a credit card to sign up for WellNotes?
Yes. A card is required to start your 3-day free trial, so your access continues without interruption if you decide to stay. You are not charged during the trial, and if you cancel before it ends you are never charged. Plans start at $27/month.
Is my data secure with WellNotes?
Yes. Session content is encrypted in transit (TLS), and saved notes are kept only in your own browser, never on our servers.
Where are my notes saved?
Your notes are saved in the browser you use WellNotes in, on that device only. There is no cloud sync or backup, so notes you save on one computer will not appear on another. Logging out, being signed out automatically after 15 minutes of inactivity, or your session ending clears all saved notes from the browser, and they cannot be recovered. Before you log out, copy any note you want to keep or export it as a PDF or CSV (on plans that include export), then file it in your EHR or records system.
Can WellNotes automatically clear notes older than 24 hours?
Yes, if you turn it on. On your Account page, under Data Storage, switch on "Auto-clear notes older than 24 hours". It is off by default. When it is on, any saved note that has not been edited in the last 24 hours is permanently removed from the browser and cannot be recovered. See the Account Settings help page for details.
How long does it take to write a therapy note with WellNotes?
You can complete a full clinical note in minutes. You type or dictate brief session observations, select a template, and WellNotes generates a structured note ready to review.
What types of therapists use WellNotes?
WellNotes is used by licensed therapists (LPC, LMFT, LCSW), psychologists, BCBAs, RBTs, social workers, counselors, and other clinical professionals who need structured session documentation.
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Still have questions? Email our support team (we typically respond within one business day).